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Equifax Inc

EFX
Exchange
NYSE
Industry
Services-Consumer Credit Reporting, Collection Agencies
SEC CIK
0000033185

In the last 90 days, Equifax Inc insiders filed 0 open-market purchases and 2 sales; 838 institutions reported holding it in 13F filings for Q2 2026, worth $19.0B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Weitz Investment Management.

13F holders, Q1 2023

Institutional positions in Equifax Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
664
+38 vs. Q4 2022
Shares held
120.9M
−769.5K (−0.6%) vs. Q4 2022
Total value
$24.5B
+$893.8M (+3.8%) vs. Q4 2022
New holders
75
221 more added
Sold out
37
212 more reduced

10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EFX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 664 institutions
Q1 2021: 589 institutionsQ2 2021: 631 institutionsQ3 2021: 660 institutionsQ4 2021: 696 institutionsQ1 2022: 699 institutionsQ2 2022: 635 institutionsQ3 2022: 627 institutionsQ4 2022: 636 institutionsQ1 2023: 664 institutionsQ2 2023: 687 institutionsQ3 2023: 670 institutionsQ4 2023: 730 institutionsQ1 2024: 770 institutionsQ2 2024: 761 institutionsQ3 2024: 839 institutionsQ4 2024: 850 institutionsQ1 2025: 812 institutionsQ2 2025: 862 institutionsQ3 2025: 857 institutionsQ4 2025: 896 institutionsQ1 2026: 876 institutionsQ2 2026: 838 institutions
Value heldQ1 2023: $24.5B
Q1 2021: $20.5BQ2 2021: $26.7BQ3 2021: $28.4BQ4 2021: $32.7BQ1 2022: $26.6BQ2 2022: $20.6BQ3 2022: $19.9BQ4 2022: $23.6BQ1 2023: $24.5BQ2 2023: $28.7BQ3 2023: $21.7BQ4 2023: $29.5BQ1 2024: $31.6BQ2 2024: $29.3BQ3 2024: $34.9BQ4 2024: $30.2BQ1 2025: $30.0BQ2 2025: $30.9BQ3 2025: $31.0BQ4 2025: $25.4BQ1 2026: $21.7BQ2 2026: $19.0B
Institutions holding EFX and their total value by quarter
QuarterHoldersValue
Q2 2026838$19.0B
Q1 2026876$21.7B
Q4 2025896$25.4B
Q3 2025857$31.0B
Q2 2025862$30.9B
Q1 2025812$30.0B
Q4 2024850$30.2B
Q3 2024839$34.9B
Q2 2024761$29.3B
Q1 2024770$31.6B
Q4 2023730$29.5B
Q3 2023670$21.7B
Q2 2023687$28.7B
Q1 2023664$24.5B
Q4 2022636$23.6B
Q3 2022627$19.9B
Q2 2022635$20.6B
Q1 2022699$26.6B
Q4 2021696$32.7B
Q3 2021660$28.4B
Q2 2021631$26.7B
Q1 2021589$20.5B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Equifax Inc; share changes are against Q4 2022.

Institutions holding EFX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC1$00.00%+1New
Group One Trading, L.P.1$2030.00%−2,001−100.0%Reduced
Central Trust Co1$2030.00%00.0%Unchanged
Colonial Trust Advisors1$2030.00%00.0%Unchanged
Sunbelt Securities, Inc.2$3990.00%+2New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$4050.00%+2New
Delos Wealth Advisors, LLC2$4060.00%00.0%Unchanged
True Wealth Design, LLC2$4060.00%00.0%Unchanged
USA Financial Portformulas Corp2$4060.00%+2New
Strategic Investment Solutions, Inc.2$4100.00%+2New
Cullen/Frost Bankers, Inc.4$8110.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.4$8110.00%+4New
Hazlett, Burt & Watson, Inc.5$1.00K0.00%+5New
Centerpoint Advisors, LLC5$1.00K0.00%+5New
Central Bank & Trust Co5$1.01K0.00%+5New
North Star Investment Management Corp.6$1.22K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC6$1.22K0.00%00.0%Unchanged
State of Wyoming6$1.22K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$1.42K0.00%00.0%Unchanged
Quent Capital, LLC8$1.62K0.00%00.0%Unchanged
TFC Financial Management8$1.63K0.00%+2+33.3%Added
Coston, McIsaac & Partners10$2.00K0.00%00.0%Unchanged
MCF Advisors LLC10$2.03K0.00%00.0%Unchanged
Leonteq Securities AG11$2.23K0.00%−48−81.4%Reduced
American National Bank12$2.43K0.00%00.0%Unchanged
Disciplined Investments, LLC13$2.64K0.00%00.0%Unchanged
Abound Wealth Management13$2.64K0.00%00.0%Unchanged
NewSquare Capital LLC13$2.64K0.00%+13New
Gradient Investments LLC14$2.84K0.00%+9+180.0%Added
TCI Wealth Advisors, Inc.15$3.04K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC15$3.04K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$3.04K0.00%+3+25.0%Added
Bokf, NA16$3.25K0.00%−1,022−98.5%Reduced
Harbor Investment Advisory, LLC16$3.25K0.00%00.0%Unchanged
Red Tortoise LLC16$3.25K0.00%00.0%Unchanged
Column Capital Advisors, LLC17$3.45K0.00%00.0%Unchanged
Financial Management Professionals, Inc.22$4.00K0.00%00.0%Unchanged
Schubert & Co20$4.06K0.00%+6+42.9%Added
Tompkins Financial Corp25$5.07K0.00%00.0%Unchanged
Zions Bancorporation, N.A.26$5.27K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC30$6.00K0.00%−82−73.2%Reduced
Lazard Asset Management LLC31$6.00K0.00%+6+24.0%Added
JFS Wealth Advisors, LLC30$6.06K0.00%−3−9.1%Reduced
AdvisorNet Financial, Inc32$6.49K0.00%+4+14.3%Added
Sutton Wealth Advisors Inc.34$6.90K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.38$7.71K0.00%00.0%Unchanged
First Horizon Advisors, Inc.39$7.91K0.00%−85−68.5%Reduced
Larson Financial Group LLC40$8.11K0.00%00.0%Unchanged
Brown Brothers Harriman & Co40$8.11K0.00%+1+2.6%Added
Core Alternative Capital40$8.12K0.00%+10+33.3%Added
Moisand Fitzgerald Tamayo, LLC43$8.72K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC42$9.00K0.00%00.0%Unchanged
M&R Capital Management Inc46$9.33K0.00%00.0%Unchanged
Cambridge Trust Co50$10.1K0.00%−14−21.9%Reduced
Earnest Partners LLC51$10.3K0.00%00.0%Unchanged
Ridgewood Investments LLC53$10.8K0.01%+53New
Grove Bank & Trust54$11.0K0.00%+48+800.0%Added
McIlrath & Eck, LLC55$11.2K0.00%+2+3.8%Added
Baker Avenue Asset Management, LP55$11.2K0.00%+6+12.2%Added
Bell Investment Advisors, Inc62$12.6K0.00%−1−1.6%Reduced
Proequities, Inc.63$12.8K0.00%+38+152.0%Added
Covestor Ltd66$13.0K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group66$13.4K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.69$14.0K0.01%00.0%Unchanged
TSFG, LLC70$14.0K0.01%00.0%Unchanged
Valley National Advisers Inc71$14.0K0.00%+9+14.5%Added
Farmers & Merchants Investments Inc82$16.6K0.00%00.0%Unchanged
West Paces Advisors Inc.86$17.4K0.01%00.0%Unchanged
Delta Asset Management LLC90$18.3K0.00%00.0%Unchanged
VitalStone Financial, LLC65$19.0K0.02%+65New
SRS Capital Advisors, Inc.94$19.1K0.00%−15−13.8%Reduced
McClarren Financial Advisors, Inc.99$20.0K0.02%00.0%Unchanged
Optimum Investment Advisors100$20.3K0.01%00.0%Unchanged
Global Retirement Partners, LLC104$20.9K0.00%+4+4.0%Added
Venturi Wealth Management, LLC103$20.9K0.00%+103New
Ronald Blue Trust, Inc.110$21.0K0.00%+9+8.9%Added
Harbour Investments, Inc.105$21.3K0.00%+57+118.8%Added
Ameritas Advisory Services, LLC106$21.6K0.00%+106New
Raffa Wealth Management, LLC107$21.7K0.01%00.0%Unchanged
Loomis Sayles & Co L P106$22.0K0.00%+106New
Addison Advisors LLC111$22.5K0.01%−4−3.5%Reduced
Geneos Wealth Management Inc.113$22.9K0.00%+113New
Creative Financial Designs Inc114$23.1K0.00%+39+52.0%Added
Carmel Capital Partners, LLC114$23.1K0.01%+114New
Farther Finance Advisors, LLC120$24.3K0.01%+39+48.1%Added
Park Place Capital Corp121$24.5K0.01%+6+5.2%Added
MV Capital Management, Inc.123$24.9K0.00%+7+6.0%Added
Caldwell Trust Co126$25.6K0.00%00.0%Unchanged
Smithfield Trust Co128$26.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC134$27.2K0.00%00.0%Unchanged
Spire Wealth Management142$28.8K0.00%+77+118.5%Added
Glen Eagle Advisors, LLC142$28.9K0.01%00.0%Unchanged
Concord Wealth Partners147$29.8K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC150$30.0K0.01%+150New
Trust Co of Vermont150$30.4K0.00%−23−13.3%Reduced
Pacifica Partners Inc.160$31.3K0.02%00.0%Unchanged
Cedar Wealth Management, LLC166$33.7K0.01%+20+13.7%Added
GWM Advisors LLC166$33.8K0.00%−39−19.0%Reduced
CVA Family Office, LLC170$34.5K0.01%+10+6.3%Added
Paloma Partners Management Co180$36.5K0.01%+180New